Key facts
- MADRONA FINANCIAL & CPAS is a other based in EVERETT, WA.
- MADRONA FINANCIAL & CPAS reports $1.8M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 115753- Regulatory AUM
- $1.8M
- Private fund assets
- —
- Private funds
- —
- Staff
- 18
- Registered office
- EVERETT, WA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as MADRONA FINANCIAL SERVICES, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for MADRONA FINANCIAL & CPAS are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is MADRONA FINANCIAL & CPAS's AUM?
- MADRONA FINANCIAL & CPAS manages approximately $1.8M in assets.